See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SUNTRUST BANKS, INC.6+ years Filed as: BRANCH BANKING & TRUST COMPANY Service code 15 · EIN 56-1368984 | Recordkeeping | $65,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,034 | $29,369-28.4% | $77,482-72.9% | $73,409-71.3% |
| Participation rate | 69.7% | 37.9%+31.7pp | 54.2%+15.5pp | 72.2%-2.5pp |
| Annual return | 14.91% | 358.15%-343.2pp | 54.79%-39.9pp | 59.29%-44.4pp |
| Employer contribution / active EE | $217 | $406-46.5% | $986-78.0% | $2,234-90.3% |
| Participant deferral / active EE | $929 | $941-1.3% | $1,861-50.1% | $3,805-75.6% |
| Admin fee / account holder | $93 | $123-23.9% | $2,858-96.7% | $158-40.9% |